AI-Assisted Excel and Business Data Analysis

About Course

Use AI as an assistant while retaining control of Excel data, formulas and business conclusions. Eighteen lessons cover data preparation, formulas, conditional summaries, lookups, reconciliation, PivotTables, charts, weighted measures, Power Query, scenarios and management reporting. A fictional sales dataset supports guided exercises with checked answers. An optional companion practice workbook is supplied. Final multiple-choice quiz only.

LO01: Prepare a consistent dataset with a clear grain and data dictionary.
LO02: Construct and verify calculations against business rules.
LO03: Identify lookup, completeness and reconciliation errors.
LO04: Present accurate summaries with suitable visual and numeric comparisons.
LO05: Distinguish observations, refresh logic and conditional scenarios.
LO06: Deliver a traceable business analysis with verified figures and limits.

Course Content

Prepare dependable data
Define records, clean fields and organise a usable table.

01. Define the question, record grain and practice dataset
02. Clean text, numbers and dates without losing evidence
03. Organise an Excel table and prevent avoidable input errors

Build and test formulas
Specify formulas, calculate net values and summarise with conditions.

Join and reconcile information
Use keys, handle missing values and reconcile results.

Summarise and visualise
Create grouped summaries, charts and correctly weighted measures.

Refresh and explore scenarios
Interpret trends, repeat transformations and test assumptions.

Communicate and review analysis
Write supported insights, review AI changes and complete a case.

Assessment

Add this certificate to your resume to demonstrate your skills & increase your chances of getting noticed.

Student Ratings & Reviews

No Review Yet

AI-Assisted Excel and Business Data Analysis

About Course

What Will You Learn?

Course Content

Prepare dependable data
Define records, clean fields and organise a usable table.

01. Define the question, record grain and practice dataset

02. Clean text, numbers and dates without losing evidence

03. Organise an Excel table and prevent avoidable input errors

Build and test formulas
Specify formulas, calculate net values and summarise with conditions.

04. Ask AI for a formula and inspect its references

05. Calculate discounts, net values and gross profit

06. Use conditional totals and counts

Join and reconcile information
Use keys, handle missing values and reconcile results.

07. Use lookup keys and recognise duplicate matches

08. Handle blanks, zero and calculation errors

09. Reconcile totals and detect missing or duplicated records

Summarise and visualise
Create grouped summaries, charts and correctly weighted measures.

10. Create grouped summaries and PivotTables

11. Choose charts that answer the question

12. Calculate weighted measures and interpret percentages

Refresh and explore scenarios
Interpret trends, repeat transformations and test assumptions.

13. Describe trends and keep forecasts conditional

14. Plan a repeatable Power Query transformation

15. Build a transparent what-if scenario

Communicate and review analysis
Write supported insights, review AI changes and complete a case.

16. Write a management insight with evidence and limits

17. Review AI-generated workbook changes

18. Complete a reconciled business analysis

Assessment

AI-Assisted Excel and Business Data Analysis – Final Quiz

Earn a certificate

Share this course

About Course

What Will You Learn?

Course Content

Prepare dependable data Define records, clean fields and organise a usable table.

01. Define the question, record grain and practice dataset

02. Clean text, numbers and dates without losing evidence

03. Organise an Excel table and prevent avoidable input errors

Build and test formulas Specify formulas, calculate net values and summarise with conditions.

04. Ask AI for a formula and inspect its references

05. Calculate discounts, net values and gross profit

06. Use conditional totals and counts

Join and reconcile information Use keys, handle missing values and reconcile results.

07. Use lookup keys and recognise duplicate matches

08. Handle blanks, zero and calculation errors

09. Reconcile totals and detect missing or duplicated records

Summarise and visualise Create grouped summaries, charts and correctly weighted measures.

10. Create grouped summaries and PivotTables

11. Choose charts that answer the question

12. Calculate weighted measures and interpret percentages

Refresh and explore scenarios Interpret trends, repeat transformations and test assumptions.

13. Describe trends and keep forecasts conditional

14. Plan a repeatable Power Query transformation

15. Build a transparent what-if scenario

Communicate and review analysis Write supported insights, review AI changes and complete a case.

16. Write a management insight with evidence and limits

17. Review AI-generated workbook changes

18. Complete a reconciled business analysis

Assessment

AI-Assisted Excel and Business Data Analysis – Final Quiz

Earn a certificate

Student Ratings & Reviews

Prepare dependable data
Define records, clean fields and organise a usable table.

Build and test formulas
Specify formulas, calculate net values and summarise with conditions.

Join and reconcile information
Use keys, handle missing values and reconcile results.

Summarise and visualise
Create grouped summaries, charts and correctly weighted measures.

Refresh and explore scenarios
Interpret trends, repeat transformations and test assumptions.

Communicate and review analysis
Write supported insights, review AI changes and complete a case.